A Planned Gift is a donation made outside of your current income enabling you to contribute to the Rick Hansen Foundation work with little or no effect on your lifestyle today.
Your Planned Gift is tailored to you and your family’s needs and goals, life stage and financial situation - even a modest gift can make a significant difference to the work you support!
Review your giving options below (and download our Leave a Legacy brochure (PDF)) to share with your financial and legal advisors.
Bequests
The most popular gift (after regular donations) is a bequest - a gift of money or property that you leave to the Rick Hansen Foundation through your Will. A Will ensures your heirs, your life assets and the causes that are important to you are honoured and protected. You can leave a portion of your estate, a specific amount, or an asset.
We encourage you to consult with your legal and financial advisors to ensure your bequest gives your estate the best possible income tax outcomes. In the meantime, here are some sample Will clauses and key information about the Rick Hansen Foundation that your advisors will need when drafting your Will.
Gifts of Appreciated Securities
Appreciated securities like stocks, bonds, privately owned shares, and mutual funds are a cost effective way to support the Rick Hansen Foundation. Tax on capital gains is eliminated when transferring appreciated securities directly to the Foundation. Ask your financial advisor if this is the best option for you. A charitable donation tax receipt is issued for the full market value of the securities. Download our Gift of Securities form (PDF) before making a transfer.
Retirement Plans
You can name the Rick Hansen Foundation as the beneficiary of your RRSP or RRIF plan. Since this is an asset that resides outside of your estate, it is not subject to probate fees and the donation receipt may help offset other taxes on your estate.
Life Insurance
Gifts of life insurance allow you to turn a small gift now into a big gift in the future. You can make a gift of a new or existing life insurance policy, naming the Rick Hansen Foundation as beneficiary and/or owner. The ultimate value of your gift will be far more than the premiums you pay and you could enjoy tax savings now.
Charitable Remainder Trust
A charitable remainder trust is a transfer of cash or property to a trustee, who holds or manages the trust, and ensures your named beneficiaries will receive income from your property for life or a predetermined time. When the trust terminates, the remainder is transferred to the Rick Hansen Foundation.
Get in Touch
We would love to hear from you! If you have any questions about how to leave a legacy gift, please reach out to:
Sandra Pimpao
Director, Resource Development
Spimpao@rickhansen.com; 1-800-213-2131